Teams at Hall CPA PLLC

Prepare and review individual, partnership, S-corporation, corporate, gift, and trust tax returns and supporting workpapers. Handle complex tax matters including Form 3115 and 1031 exchanges, review client files, request missing information, resolve tax notices, communicate with clients, and support proposals, training materials, and process projects. Maintain accuracy, timeliness, confidentiality, professional ethics, and ongoing technical development in a fully remote environment.

Conduct discovery meetings with qualified leads, explain tax planning and accounting services, identify client needs, develop tailored outreach, cultivate channel partnerships, source opportunities, and close deals while achieving quarterly sales goals. The role requires strong communication, presentation, listening, organization, CRM proficiency, and autonomous remote-work capabilities.

Manage the tax administration team, including meetings, feedback, capacity planning, and performance oversight. Coordinate client onboarding, proposals, tax delivery, e-filing, and cross-functional initiatives. Own and improve administrative processes, maintain SOPs, manage admin-owned systems and vendors, and lead annual system rollforwards. Identify automation opportunities, oversee implementation, and ensure timely, accurate administrative support for tax and accounting teams.